LIC MF Short Term Debt Fund Regular vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Fund Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹105 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 01 Jan 2013 31 Jan 2019
Category Short Duration Short Duration
Fund Type Open Ended Open-ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund BII Index
Turn Over % %
Expense Ratio 0.85 1.33
Manager Dwijendra Srivastava Marzban Irani
ISIN Code INF173K01BA3 INF767K01PT2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
1 Month 0.73% 0.72%
6 Month 3.81% 3.91%
1 Year 7.36% 7.29%
3 Year 7.87% 4.84%
5 Year 7.47% 5.29%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
6 Month - -
1 Year 3.22% 3.14%
3 Year 9.27% 8.16%
5 Year 15.42% 12.61%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
1 Year 5.59% 4.4%
3 Year 12.56% 9.99%
5 Year 15.89% 12.93%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 3.92% 1.17%
Sharp 0.5% -0.85%
Beta -0.1% 2.15%
Alpha 1.76% 3.31%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Name Dwijendra Srivastava Marzban Irani
Total AUM ₹14140 Cr ₹1914 Cr
Fund Manage 14 6
Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

LIC MF Short Term Debt Fund Regular - Growth

Others 99.99 100.01

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

LIC MF Short Term Debt Fund Regular - Growth

Others 0.27 14.49
Sovereign - 23.41
Financial - 57.26
Energy - 4.85

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